| S嘉信·USSCHX |
| 20.24% | 20.05% | $10.69亿 | 3,521.4万股 | $10.12亿 | 3,488.3万股 | +33.1万股+0.95% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 16.35% | 16.93% | $8.64亿 | 1,134.0万股 | $8.54亿 | 1,104.8万股 | +29.2万股+2.64% | 加仓 |
| V先锋领航·FTSEVEA |
| 10.8% | 10.98% | $5.71亿 | 788.6万股 | $5.54亿 | 782.0万股 | +6.6万股+0.84% | 加仓 |
| DDimensional维度ETF信托DFVX |
| 7.29% | 7.08% | $3.85亿 | 449.8万股 | $3.57亿 | 442.5万股 | +7.3万股+1.66% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 5.19% | 5.19% | $2.74亿 | 365.2万股 | $2.62亿 | 346.1万股 | +19.1万股+5.51% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.02% | 3.09% | $1.60亿 | 20.8万股 | $1.56亿 | 21.1万股 | -3,643股-1.73% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 2.48% | 2.63% | $1.31亿 | 335.5万股 | $1.33亿 | 325.0万股 | +10.5万股+3.24% | 加仓 |
 苹果AAPL |
| 1.98% | 1.95% | $1.05亿 | 33.6万股 | $9,836.1万 | 33.5万股 | +745股+0.22% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.77% | 1.76% | $9,373.2万 | 315.2万股 | $8,896.8万 | 313.0万股 | +2.1万股+0.68% | 加仓 |
| V先锋领航指数基金VOO |
| 1.07% | 1.07% | $5,648.4万 | 8.0万股 | $5,375.4万 | 7.9万股 | +546股+0.69% | 加仓 |
 景顺自营指数基金D |
| 0.97% | 0.99% | $5,112.3万 | 72.2万股 | $5,011.2万 | 74.5万股 | -2.3万股-3.09% | 减仓 |
 英伟达NVDA |
| 0.97% | 0.99% | $5,104.4万 | 23.3万股 | $4,996.4万 | 23.2万股 | +668股+0.29% | 加仓 |
 微软MSFT |
| 0.86% | 0.76% | $4,525.9万 | 9.3万股 | $3,813.1万 | 9.2万股 | +991股+1.08% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.78% | 0.84% | $4,095.8万 | 98.0万股 | $4,215.9万 | 99.4万股 | -1.4万股-1.39% | 减仓 |
 摩根大通JPM |
| 0.75% | 0.65% | $3,974.5万 | 11.1万股 | $3,299.6万 | 10.9万股 | +1,415股+1.30% | 加仓 |
| G通用动力VTI |
| 0.66% | 0.66% | $3,484.9万 | 9.2万股 | $3,335.2万 | 9.2万股 | -119股-0.13% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.59% | 0.6% | $3,093.9万 | 67.0万股 | $3,031.9万 | 64.6万股 | +2.4万股+3.68% | 加仓 |
| S嘉信策略信托SCHE |
| 0.53% | 0.58% | $2,820.3万 | 76.9万股 | $2,917.1万 | 79.2万股 | -2.4万股-3.00% | 减仓 |
 谷歌AGOOGL |
| 0.49% | 0.56% | $2,610.2万 | 7.2万股 | $2,817.2万 | 7.0万股 | +1,730股+2.46% | 加仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.49% | 0.39% | $2,580.9万 | 43.2万股 | $1,980.8万 | 33.1万股 | +10.1万股+30.49% | 加仓 |
 亚马逊AMZN |
| 0.47% | 0.49% | $2,492.7万 | 9.1万股 | $2,469.4万 | 9.1万股 | +866股+0.96% | 加仓 |
| FFIRST TRUST LARGE CAP CORE ALPHADEX FUNDFEX |
| 0.46% | 0.46% | $2,428.0万 | 17.4万股 | $2,322.9万 | 17.7万股 | -2,742股-1.55% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.42% | 0.39% | $2,213.2万 | 9.1万股 | $1,974.6万 | 8.7万股 | +3,980股+4.60% | 加仓 |
| F第一信托交易所交易基金FTCS |
| 0.41% | 0.4% | $2,181.5万 | 21.8万股 | $2,019.5万 | 21.9万股 | -493股-0.23% | 减仓 |
 礼来LLY |
| 0.38% | 0.33% | $2,025.0万 | 1.7万股 | $1,647.3万 | 1.7万股 | -58股-0.33% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.37% | 0.39% | $1,963.6万 | 15.4万股 | $1,974.0万 | 15.5万股 | -1,280股-0.82% | 减仓 |
| S嘉信策略信托SCHF |
| 0.37% | 0.38% | $1,939.0万 | 69.2万股 | $1,903.3万 | 69.6万股 | -4,115股-0.59% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.37% | 0.43% | $1,930.2万 | 5.4万股 | $2,151.3万 | 5.4万股 | -585股-1.08% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.36% | 0.34% | $1,883.5万 | 15.2万股 | $1,725.9万 | 14.0万股 | +1.2万股+8.83% | 加仓 |
| V先锋领航指数基金VV |
| 0.35% | 0.35% | $1,838.9万 | 5.2万股 | $1,762.5万 | 5.2万股 | -79股-0.15% | 减仓 |
| IiShares安硕信托IVV |
| 0.3% | 0.29% | $1,605.4万 | 2.1万股 | $1,468.3万 | 2.0万股 | +943股+4.76% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.3% | 0.24% | $1,570.9万 | 3.0万股 | $1,209.1万 | 2.5万股 | +4,872股+19.18% | 加仓 |
 博通AVGO |
| 0.29% | 0.27% | $1,529.9万 | 3.7万股 | $1,373.5万 | 3.2万股 | +4,635股+14.51% | 加仓 |
| I景顺QQQ信托VOO |
| 0.26% | 0.28% | $1,399.5万 | 2.0万股 | $1,393.9万 | 2.0万股 | -89股-0.45% | 减仓 |
 埃克森美孚XOM |
| 0.25% | 0.25% | $1,338.2万 | 8.8万股 | $1,274.3万 | 8.8万股 | +114股+0.13% | 加仓 |
 Meta平台META |
| 0.24% | 0.26% | $1,256.5万 | 2.1万股 | $1,296.5万 | 2.1万股 | +73股+0.34% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.23% | 0.22% | $1,189.6万 | 34.2万股 | $1,099.7万 | 33.7万股 | +4,951股+1.47% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.22% | 0.23% | $1,187.8万 | 2.8万股 | $1,140.0万 | 2.8万股 | -133股-0.47% | 减仓 |
| S嘉信策略信托SCHM |
| 0.22% | 0.23% | $1,158.9万 | 32.3万股 | $1,136.2万 | 32.7万股 | -4,221股-1.29% | 减仓 |
 强生JNJ |
| 0.22% | 0.2% | $1,154.5万 | 4.5万股 | $986.1万 | 4.5万股 | +263股+0.59% | 加仓 |
| IiShares安硕信托IWD |
| 0.2% | 0.19% | $1,061.4万 | 4.1万股 | $965.0万 | 4.1万股 | +183股+0.44% | 加仓 |
 派克汉尼汾PH |
| 0.19% | 0.17% | $994.8万 | 9,979股 | $876.3万 | 9,971股 | +8股+0.08% | 加仓 |
 宝洁PG |
| 0.18% | 0.19% | $975.5万 | 6.6万股 | $969.1万 | 6.6万股 | +266股+0.40% | 加仓 |
 洛克希德马丁LMT |
| 0.18% | 0.17% | $974.9万 | 1.7万股 | $836.4万 | 1.7万股 | +365股+2.21% | 加仓 |
| S嘉信策略信托SCHD |
| 0.18% | 0.16% | $974.7万 | 29.0万股 | $817.7万 | 25.9万股 | +3.1万股+12.05% | 加仓 |
 雷神技术RTX |
| 0.18% | 0.15% | $953.6万 | 4.3万股 | $766.7万 | 4.4万股 | -641股-1.47% | 减仓 |
| IiShares安硕·COREIJR |
| 0.18% | 0.18% | $945.7万 | 6.3万股 | $891.0万 | 6.4万股 | -901股-1.40% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.17% | 0.18% | $878.8万 | 35.5万股 | $914.7万 | 36.0万股 | -5,017股-1.39% | 减仓 |
 卡特彼勒CAT |
| 0.17% | 0.19% | $875.2万 | 1.0万股 | $940.3万 | 1.0万股 | -430股-4.10% | 减仓 |
 VisaV |
| 0.16% | 0.14% | $855.7万 | 2.3万股 | $730.7万 | 2.3万股 | +298股+1.30% | 加仓 |
